Analyze sales deal outcomes with Azure OpenAI and Google Sheets reporting

Open on n8n.io

$20/month : Unlimited workflows

2500 executions/month

Try free

THE #1 IN WEB SCRAPING

Scrape any website without limits

Try free

HOSTINGER

Early Deal
DISCOUNT 20%

Self-hosted n8n

Unlimited workflows - from $4.99/mo

Try free

#1 hub for scraping, AI & automation

6000+ actors - $5 credits/mo

Try free

Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Description: Turn raw sales deal outcomes into actionable insights with this smart n8n workflow template! Automatically pull deal data from Google Sheets, analyze won/lost reasons with AI, generate...

Best for

CRM automation workflows
AI Summarization automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.code, n8n-nodes-base.googlesheets, n8n-nodes-base.emailsend, n8n-nodes-base.manualtrigger, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.lmchatazureopenai, n8n-nodes-base.splitinbatches, n8n-nodes-base.set

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Rahul Joshi.

Original n8n.io source

1.1 Workflow description

Title: Analyze sales deal outcomes with Azure OpenAI and Google Sheets reporting
Workflow name: Analyze sales deal outcomes with Azure OpenAI and Google Sheets reporting

Description:

Turn raw sales deal outcomes into actionable insights with this smart n8n workflow template! Automatically pull deal data from Google Sheets, analyze won/lost reasons with AI, generate structured insights, and deliver polished weekly reports—no manual effort needed.

This automation connects to your sales feedback sheet, processes deal outcomes with an AI model, classifies win/loss reasons, summarizes key patterns, and creates professional HTML email digests. The enriched insights are stored in Google Sheets and shared via automated email reports—giving sales, product, and leadership teams a clear view of what drives success or loss.

What This Template Does: 📊 Captures sales deal outcomes from Google Sheets 🧠 Uses AI to analyze win/loss reasons and extract themes 📂 Categorizes top won & lost patterns for each deal 📝 Summarizes deal insights into structured JSON 📈 Stores enriched insights in a dedicated Google Sheet 📧 Generates and sends a polished HTML weekly digest email 🌟 100% automated: from data collection to insights reporting

Built-in Logic Ensures:

✔️ Clean JSON-based AI output (won reasons, lost reasons, patterns) ✔️ Original deal details remain tied to AI insights ✔️ Weekly digest emails include structured summaries & recommendations

Requirements:

Google Sheets with deal outcome data (won/lost + reasons)
Google Sheets account for storing enriched insights
Azure OpenAI (or compatible) account for AI analysis
n8n instance (self-hosted or cloud)

Setup Instructions:

Google Sheets Node: Connect to your sales feedback sheet and fetch all deal data.
Clean Data: Use a Code or Set node to remove extra fields and format data.
Loop Over Deals: Add a Loop Over Items node for individual analysis.
AI Analysis: Use Azure OpenAI Chat Model to extract win/loss reasons and patterns.
Parse Results: Add a Parse AI Response node to structure insights.
Store Insights: Save enriched results back to Google Sheets.
Generate Report: Fetch processed data and use AI to create an HTML email summary.
Send Email: Deliver the report using an Email node.

Perfect For:

Sales teams analyzing why deals are won or lost
Product managers learning from customer objections & success drivers
Leadership teams tracking patterns in deal performance
Analysts turning unstructured feedback into scalable insights

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Extract Notes/Emails

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 2 - Parse AI Response

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 3 - Save to Google Sheets

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4

Block 4 - Fetch Google Sheet Data

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4

Block 5 - Filter Recent Data

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 6 - Send Email Digest

Type / Role: n8n-nodes-base.emailSend - emailSend
Config choices: Version 2

Block 7 - When clicking ‘Execute workflow’

Type / Role: n8n-nodes-base.manualTrigger - manualTrigger
Config choices: Version 1

Block 8 - Get row(s) in sheet

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.6

Block 9 - AI Agent

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 2.1

Block 10 - Azure OpenAI Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatAzureOpenAi - lmChatAzureOpenAi
Config choices: Version 1

Block 11 - Loop Over Items

Type / Role: n8n-nodes-base.splitInBatches - splitInBatches
Config choices: Version 3

Block 12 - Edit Fields

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 13 - AI Agent1

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 2.1

Block 14 - Azure OpenAI Chat Model1

Type / Role: @n8n/n8n-nodes-langchain.lmChatAzureOpenAi - lmChatAzureOpenAi
Config choices: Version 1

Block 15 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 16 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 17 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 18 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 19 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 20 - Sticky Note5

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 21 - Sticky Note6

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 22 - Sticky Note7

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 23 - Sticky Note8

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 24 - Sticky Note9

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Showing the first 24 of 28 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Analyze sales deal outcomes with Azure OpenAI and Google Sheets reporting
Complexity	advanced
Nodes	28
Categories	CRM, AI Summarization
Author	Rahul Joshi
Published	11 Sept 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/8479/8479.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows AI Summarization workflows

Frequently asked questions

What does Analyze sales deal outcomes with Azure OpenAI and Google Sheets reporting do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, AI Summarization use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.code n8n-nodes-base.googlesheets n8n-nodes-base.emailsend n8n-nodes-base.manualtrigger @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.lmchatazureopenai n8n-nodes-base.splitinbatches n8n-nodes-base.set

Complexity

advanced

Published 11 Sept 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/8479/8479.json

Share Your Workflow

Have a useful automation to share? Publish it and help the community.

Submit Your Template How to Submit

Related Workflows

Send low-stock inventory reorder emails from Snowflake with Claude and Outlook

## Quick overview This workflow runs daily, queries Snowflake for items at or below their reorder level, and groups them by supplier. For each supplier, it uses Anthropic Claude to draft a reorder email, optionally appends details to a Google Docs log, and sends the email via Microsoft Outlook. ## How it works 1. A Schedule Trigger fires every day at 07:00 (Europe/Helsinki timezone) and passes through a Workflow Config node that holds your optional Google Docs log ID. 2. A Snowflake query fetches all inventory rows where current_stock <= reorder_level. If no items qualify, the workflow exits cleanly via a Pass Through node with no further action. 3. A Code node groups the low-stock items by supplier_name, producing one batch per vendor. A SplitInBatches loop then processes each supplier one at a time. 4. For each supplier, a Set node extracts the supplier email, item count, and a pre-rendered Markdown item list, then passes everything to an LLM chain powered by Claude (claude-sonnet-4-6). 5. Claude generates a concise, professional reorder request email body in Markdown, constrained by a system prompt to return only the email content with no preamble. 6. The Markdown output is converted to HTML and optionally appended as a one-line entry to a Google Docs audit log (skipped if no doc ID is configured). The workflow then sends the HTML email to the supplier via Microsoft Outlook before advancing to the next vendor. ## Setup 1. Open the Workflow Config node and set log_doc_id to the document ID from your Google Doc URL (the string between /d/ and /edit). Leave it empty to skip audit logging entirely. 2. Add your Snowflake credentials to the Query Snowflake DB node and verify the query matches your database name, schema, and table. The expected columns are item_id, item_name, current_stock, reorder_level, supplier_name, and supplier_email. 3. Add your Anthropic credentials to the Claude Email Generation node. 4. Add your Microsoft Outlook credentials to both the Send Reorder Email and Send Error Alert nodes. Update the toRecipients field in Send Error Alert to your alert address. 5. If logging is enabled, add your Google Docs credentials to the Log to Google Docs node. 6. In n8n Settings > Error Workflow, point to a dedicated error-handler sub-workflow that wires into the Send Error Alert node (it is intentionally unwired in this workflow). ## Requirements - Snowflake account with an inventory table containing current_stock, reorder_level, supplier_name, and supplier_email columns - Anthropic API credentials (claude-sonnet-4-6) - Microsoft 365 account with Outlook access - Google Docs OAuth2 credentials (only if audit logging is enabled) ## Customization - Adjust the Snowflake query to match your schema, add filters by warehouse or category, or join additional tables for richer item metadata. - Modify the Claude system prompt in Build Email Draft to change tone, language, or email structure — for example to generate Finnish-language emails or include purchase order references. - Change the cron expression in When 7am Daily to run at a different time or frequency. - Extend the log entry format in Log to Google Docs to include item names, SKUs, or a hyperlink back to the workflow execution. - Replace the Google Docs logging step with a Slack notification, a row insert into PostgreSQL, or any other audit destination by swapping the node after Check Configured Doc ID.

View

Flag delayed Shopify orders with Slack, Google Sheets and Gmail

## Quick overview This workflow runs daily to check Shopify for open, unfulfilled orders older than two days, classifies them by delay severity, posts a digest to Slack, logs each delayed order to Google Sheets, and emails an HTML summary report via Gmail. ## How it works 1. Runs every day at 08:00 (server time) on a schedule trigger. 2. Calls the Shopify Admin REST API to fetch up to 250 open orders with `fulfillment_status=unfulfilled`. 3. Calculates each order’s age in days and extracts key details (customer, totals, items, and Shopify Admin order link). 4. Filters to only orders delayed by 2+ days and labels each one as WARNING (2–4 days), CRITICAL (5–7 days), or ESCALATION (8+ days). 5. Checks whether any delayed orders exist and stops without notifying if the delayed list is empty. 6. Builds a Slack message grouped by severity and posts the delay digest to the configured Slack channel. 7. Appends each delayed order as a row in a Google Sheets tracker, then aggregates the list and sends an HTML summary email via Gmail to the operations manager. ## Setup 1. Add Shopify Admin API credentials (HTTP header auth) and replace `YOUR_STORE` in the Shopify API and admin order URLs with your store domain. 2. Add Slack credentials and set the target channel ID in the Slack message step. 3. Add Google Sheets credentials, set `YOUR_GOOGLE_SHEET_ID`, and ensure the worksheet named “Fulfillment Delay Tracker” exists with matching columns. 4. Add Gmail credentials and set `YOUR_OPS_MANAGER_EMAIL` to the recipient address for the summary report. 5. Adjust the cron schedule and the delay thresholds (2/5/8 days) in the filtering and severity rules if needed.

View

Assess Salesforce deal risk with Gmail, Outlook, OpenAI and Slack alerts

## Quick Overview This workflow runs every six hours to pull open Salesforce opportunities, enriches selected deals with Gmail and Microsoft Outlook email context, uses OpenAI to score deal risk, writes the assessment back to Salesforce, and notifies teams in Slack with optional email escalation for critical deals. ## How it works 1. Runs every 6 hours and queries Salesforce for up to 100 open Opportunities via the REST API. 2. Stops the run and posts a Slack message if the Salesforce fetch returns an error. 3. Normalizes each Opportunity, computes activity/close-date metrics, and routes deals with missing required fields to a Slack channel for manual data cleanup. 4. Applies a heuristic triage and immediately marks non-risky deals as healthy in Salesforce to avoid unnecessary AI analysis. 5. For triaged deals, pulls recent related messages from Gmail and Microsoft Outlook, merges them, and builds a compact email engagement context (participants, reply counts, and silence gap). 6. Sends the CRM and email context to OpenAI to produce a structured risk score, drivers, and recommended actions, then validates and cleans the AI output. 7. Updates Salesforce with the assessed risk fields and, for non-low risk deals, posts a detailed Slack alert (with cooldown suppression) and emails leadership when the risk level is Critical. ## Setup 1. Add Salesforce OAuth2 credentials, set the SALESFORCE_INSTANCE_URL environment variable, and ensure the Opportunity custom fields used for risk tracking (for example Risk_Score__c, Risk_Level__c, Risk_Summary__c, and Deal_Health__c) exist. 2. Add OpenAI credentials and confirm the selected model (gpt-4o-mini) is available in your OpenAI account. 3. Add Slack OAuth2 credentials and update the target channel IDs for Salesforce failure alerts, incomplete-deal alerts, and risk alerts. 4. Add Gmail OAuth2 credentials and Microsoft Outlook credentials (optional) so the workflow can retrieve deal-related email threads. 5. Set the LEADERSHIP_EMAIL environment variable (or edit the node default) to define where Critical-risk escalation emails are sent.

View

Need Custom Automation?

Get help designing a custom n8n workflow that connects your stack and fits your process.

Analyze sales deal outcomes with Azure OpenAI and Google Sheets reporting

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Extract Notes/Emails

Block 2 - Parse AI Response

Block 3 - Save to Google Sheets

Block 4 - Fetch Google Sheet Data

Block 5 - Filter Recent Data

Block 6 - Send Email Digest

Block 7 - When clicking ‘Execute workflow’

Block 8 - Get row(s) in sheet

Block 9 - AI Agent

Block 10 - Azure OpenAI Chat Model

Block 11 - Loop Over Items

Block 12 - Edit Fields

Block 13 - AI Agent1

Block 14 - Azure OpenAI Chat Model1

Block 15 - Sticky Note

Block 16 - Sticky Note1

Block 17 - Sticky Note2

Block 18 - Sticky Note3

Block 19 - Sticky Note4

Block 20 - Sticky Note5

Block 21 - Sticky Note6

Block 22 - Sticky Note7

Block 23 - Sticky Note8

Block 24 - Sticky Note9

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions